Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MVB FINANCIAL CORPMVBF · Entity 5674 | Director | June 01, 2022 | June 03, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MVB FINANCIAL CORP
Report date June 01, 2022 · Filed June 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 223,648 |
Reported balance
After 2022-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-06-01 · Exercise / conversion · Acquired 1,785 · Balance 223,648 F1: 100% of the restricted stock units, granted June 1, 2021, have vested and shares are are being issued. F2: Includes 26 dividend equivalent shares accrued since the time of grant. F3: Includes 1,701 shares acquired through MVB's Dividend Reinvestment Plan from June 2021 to present. |
| RSU - Time-Vested AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2022-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-01 · Exercise / conversion · Disposed 1,759 · Balance 0 F1: 100% of the restricted stock units, granted June 1, 2021, have vested and shares are are being issued. |
| RSU - Time-Vested AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,054 |
Reported balance
After 2022-06-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-06-01 · Grant · Acquired 2,054 · Balance 2,054 F4: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. |
| Common StockSEC Table I · non-derivative | IndirectOwned By Wife, Kimberly Alvarez | 90,584 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 90,584 |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the restricted stock units, granted June 1, 2021, have vested and shares are are being issued.
F2: Includes 26 dividend equivalent shares accrued since the time of grant.
F3: Includes 1,701 shares acquired through MVB's Dividend Reinvestment Plan from June 2021 to present.
F4: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 01, 2022 Filed Jun 3, 2022 16:26 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 2,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-22-000057 · wf-form4_165427358567107.xml · derivative · entry 4 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,054 Underlying: Common Stock · 2,054 shares Expires not disclosed F4 · kind: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. F4 · derivative.expiration_date: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 16:26 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionRSU - Time-Vested Award · Derivative | 1,759 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-22-000057 · wf-form4_165427358567107.xml · derivative · entry 3 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,759 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: 100% of the restricted stock units, granted June 1, 2021, have vested and shares are are being issued. F1 · derivative.expiration_date: 100% of the restricted stock units, granted June 1, 2021, have vested and shares are are being issued. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 16:26 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionCommon Stock | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001277902-22-000057 · wf-form4_165427358567107.xml · nonDerivative · entry 1 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,648 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: 100% of the restricted stock units, granted June 1, 2021, have vested and shares are are being issued. F2 · shares: Includes 26 dividend equivalent shares accrued since the time of grant. F3 · balance_after: Includes 1,701 shares acquired through MVB's Dividend Reinvestment Plan from June 2021 to present. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 13:55 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 1,759 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-21-000093 · wf-form4_162272854223066.xml · derivative · entry 4 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,759 Underlying: Common Stock · 1,759 shares Expires not disclosed F4 · kind: The time-vested restricted stock units were granted pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F4 · derivative.expiration_date: The time-vested restricted stock units were granted pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 13:55 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionRSU - Time-Vested Award · Derivative | 5,498 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-21-000093 · wf-form4_162272854223066.xml · derivative · entry 3 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,498 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: 100% of the restricted stock units, granted June 1, 2020, have vested and shares are are being issued. F1 · derivative.expiration_date: 100% of the restricted stock units, granted June 1, 2020, have vested and shares are are being issued. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 13:55 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionCommon Stock | 5,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001277902-21-000093 · wf-form4_162272854223066.xml · nonDerivative · entry 1 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,162 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: 100% of the restricted stock units, granted June 1, 2020, have vested and shares are are being issued. F2 · shares: Includes 62 dividend equivalent shares accrued since the time of grant. F3 · balance_after: Includes 3,874 shares acquired through MVB's Dividend Reinvestment Plan from June 2020 to present. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 19:13 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionRSU - Time-Vested Award · Derivative | 4,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-20-000109 · wf-form4_159138436905604.xml · derivative · entry 3 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,740 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: 100% of the restricted stock units, granted June 3, 2019, have vested and shares are are being issued. F1 · derivative.expiration_date: 100% of the restricted stock units, granted June 3, 2019, have vested and shares are are being issued. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 19:13 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionCommon Stock | 4,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001277902-20-000109 · wf-form4_159138436905604.xml · nonDerivative · entry 1 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,727 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: 100% of the restricted stock units, granted June 3, 2019, have vested and shares are are being issued. F2 · balance_after: Includes 102 dividend shares accrued since the time of grant. F3 · balance_after: Includes 3,678 shares acquired though MVB's Dividend Reinvestment Plan from Sept 2018 to present. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 18:50 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 5,498 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-20-000102 · wf-form4_159121019853515.xml · derivative · entry 1 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,498 Underlying: Common Stock · 5,498 shares Expires not disclosed F1 · derivative.exercise_price: Time-vested restricted stock units acquired, pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F1 · derivative.exercise_date: Time-vested restricted stock units acquired, pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F1 · derivative.expiration_date: Time-vested restricted stock units acquired, pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. Read SEC document |
| July 31, 2019 Filed Jul 31, 2019 15:12 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherConvertible Subordinated Promissory Note · Derivative | 187,500 | $16.00 Strike: $16.00 | $3,000,000.00 |
DisclosureSEC source: 0001277902-19-000106 · wf-form4_156458590752797.xml · derivative · entry 1 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 187,500 shares Expires 2024-06-30 F1 · kind: Convertible Subordinated Promissory Note in the amount of $3,000.000 is being voluntarily redeemed as of this date. F1 · shares: Convertible Subordinated Promissory Note in the amount of $3,000.000 is being voluntarily redeemed as of this date. F2 · derivative.exercise_date: The conversion feature of this Convertible Subordinated Promissory Note expired June 30, 2019. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 20:41 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 4,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-19-000083 · wf-form4_155968086284453.xml · derivative · entry 1 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,740 Underlying: Common Stock · 4,740 shares Expires not disclosed F1 · derivative.exercise_price: The time-vested restricted stock units were granted pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F1 · derivative.exercise_date: The time-vested restricted stock units were granted pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F1 · derivative.expiration_date: The time-vested restricted stock units were granted pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 20:08 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantCommon Stock | 1,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001277902-18-000094 · wf-form4_152961170547490.xml · nonDerivative · entry 1 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,207 F1 · kind: The time-vested restricted stock units were granted pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F2 · balance_after: Includes 489 shares acquired through MVB's Dividend Reinvestment Plan for March and June 2018. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 20:33 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantCommon Stock Options · Derivative | 1,000 | $0.00 Strike: $19.65 | $0.00 |
DisclosureSEC source: 0001277902-18-000020 · wf-form4_151941799028945.xml · derivative · entry 3 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2028-02-21 F2 · derivative.exercise_date: Stock Options granted - 1/5 of the shares become exercisable 02/21/19, 02/21/20, 02/21/21, 02/21/22 and 02/21/23, respectively. Read SEC document |
| April 20, 2017 Filed Apr 24, 2017 20:28 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 7,248 | $11.50 | $83,352.00 |
DisclosureSEC source: 0001127602-17-015364 · form4.xml · nonDerivative · entry 2 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Owned By Wife, Kimberly Alvarez Disclosed balance after: 90,584 F1 · kind: Shares purchased through Rights Offering for MVB's common stock for existing shareholders of record 03/10/17, which expired 04/15/17. Read SEC document |
| April 20, 2017 Filed Apr 24, 2017 20:28 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 16,132 | $11.50 | $185,518.00 |
DisclosureSEC source: 0001127602-17-015364 · form4.xml · nonDerivative · entry 1 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,470 F1 · kind: Shares purchased through Rights Offering for MVB's common stock for existing shareholders of record 03/10/17, which expired 04/15/17. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 16:41 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantCommon Stock Options · Derivative | 1,000 | $0.00 Strike: $12.85 | $0.00 |
DisclosureSEC source: 0001127602-17-012735 · form4.xml · derivative · entry 3 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2027-03-21 F2 · derivative.exercise_date: Stock Options granted - 1/5 of the shares become exercisable 03/21/18, 03/21/19, 03/21/20, 03/21/21 and 03/21/22, respectively Read SEC document |
| March 15, 2017 Filed Mar 23, 2017 16:41 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 318 | $13.53 | $4,302.54 |
DisclosureSEC source: 0001127602-17-012735 · form4.xml · nonDerivative · entry 1 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,338 F1 · kind: Shares acquired through the Dividend Reinvestment Plan Read SEC document |
| December 15, 2016 Filed Feb 8, 2017 22:24 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 266 | $12.96 | $3,447.36 |
DisclosureSEC source: 0001127602-17-004653 · form5.xml · nonDerivative · entry 3 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,020 F1 · kind: Shares acquired through the Dividend Reinvestment Plan Read SEC document |
| September 21, 2016 Filed Feb 8, 2017 22:24 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 263 | $13.09 | $3,442.67 |
DisclosureSEC source: 0001127602-17-004653 · form5.xml · nonDerivative · entry 2 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,754 F1 · kind: Shares acquired through the Dividend Reinvestment Plan Read SEC document |
| June 15, 2016 Filed Feb 8, 2017 22:24 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 267 | $12.89 | $3,441.63 |
DisclosureSEC source: 0001127602-17-004653 · form5.xml · nonDerivative · entry 1 Alvarez David B · CIK 0001351964 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,491 F1 · kind: Shares acquired through the Dividend Reinvestment Plan Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.